Could pension tax relief move to flat rate and the lifetime allowance be scrapped?
18th September 2018A recent Treasury report looking at household savings has sparked calls from MPs to introduce a flat rate pension tax relief and scrap the pension lifetime allowance as well as…
Breaking the Mould – Interview with Forward Ladies
13th September 2018This article has been published by Forward Ladies following an interview Rebecca Aldridge had with them. When Rebecca Aldridge, Founder and Managing Director of Balance: Wealth Planning, couldn’t find a…
Discussing Child Trust Funds
12th September 2018Child Trust Funds were only available for children born between 2002 and 2011, but there are a good few of them still around now. Many of them are quite small…
Financial Planning Excellence Award- Finalists
11th September 2018We are very pleased to share that we have been shortlisted for the ‘David Norton Building Excellence’ Award for 2018. It’s a national award from the Chartered Institute of Securities…
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